Adding Conditional Flows to Your Forms

In this article:

• What Are Conditional Flows?
• Setting Up a Conditional Flow
• Understanding Show vs. Hide
• Managing Your Conditional Flows
• Chaining and Nesting Flows
• What Clients See on Completed Forms

What Are Conditional Flows?

A Conditional Flow is a rule you set on your form that controls whether certain questions appear based on a client's answer. For example, if a client answers "Yes" to having a medical condition, follow-up questions about that condition can automatically appear — and stay hidden for clients who answer "No."

Conditional Flows can be triggered by the following question types:

• Yes/No
• Multiple Choice
• Checkboxes
• Personal Information (Gender question only)

📍 Note: Conditional Flows can't be triggered by short answer or paragraph text questions. If your trigger question isn't one of the supported types listed above, the Show/Hide Questions option won't be available for that question.

You can add multiple Conditional Flows to the same form, and they work across multiple pages, not just within a single page.

Setting Up a Conditional Flow

Before you begin, make sure you have at least one supported trigger question and at least one additional question after it in your form. The question you want to show or hide must come after the trigger question.

To add a Conditional Flow:

1. Open your form in the Form Builder.
    
2. Add a Conditional Flow in one of two ways:
   • Click the Show/Hide Questions button next to a supported trigger question, or
     
   • Go to the Conditional Flows tab and then click the Fast Action Button (+) in the bottom-right corner to Add conditional flow.
     
     
      
3. In the Create Conditional Flow popup, select the trigger question from the dropdown — this is the question whose answer will control the flow.
   

📍 Note: The popup will display a tip to make the trigger question mandatory. This ensures the flow is always evaluated when your client completes the form.

4. Select the answer(s) that should trigger the flow under "Trigger conditional flow when answer is..."
   
    
5. Choose whether to Show questions or Hide questions when the trigger answer is selected (see below for guidance on each option).
   
    
6. Under Select questions and elements, choose all the questions you want to show or hide as part of this flow.
   
    
7. Save your conditional flow.
   

✅ Your flow is now active! Clients will see or skip the selected questions based on their answer to the trigger question.

Understanding Show vs. Hide

Choosing between Show and Hide determines the default state of your conditional questions — here's how each option behaves:

• Show questions — The conditional questions are hidden by default. They only appear when a client selects one of the trigger answers you specified.
• Hide questions — The conditional questions are visible by default. They disappear once a client selects one of the trigger answers you specified.

📍 Note: If a client changes their answer after already triggering a flow — for example, toggling a Yes/No question — the conditional questions will automatically appear or disappear to reflect their updated response.

Managing Your Conditional Flows

Once a Conditional Flow is added, you'll notice visual indicators in the Form Builder to help you keep track:

• Trigger questions are highlighted in yellow with a branching icon.
• Conditional questions are marked with a grey lock icon.

📍 Note: If you delete a trigger question from your form, its associated Conditional Flow will also be deleted. The questions that were part of the conditional flow will remain in your form — they just won't be linked to a flow anymore.

To edit an existing flow, you can either click directly on the trigger question in the Form Builder or go to the Conditional Flows tab at the top of the form editor.

From the Conditional Flows tab, you can also:

• Edit any existing flow.
• Reorder flows using the drag-and-drop controls.
• Delete a flow by clicking the trash icon.

📍 Note: Conditional Flows are evaluated in ascending order — meaning the flow at the top of the list is evaluated first. Reordering your flows may affect how they interact with one another, so review the order carefully if you have multiple flows.

Chaining and Nesting Flows

Conditional Flows can get even more powerful when you chain or nest them together. Here's what that means in practice:

• A question that is itself a conditional question can also serve as a trigger for another flow — this is called chaining.
• One trigger question can have multiple Conditional Flows assigned to it. This is especially useful with Checkbox questions, where clients can select multiple answers, and each answer may need to trigger different follow-up questions.

Each individual Conditional Flow is structured as follows: one trigger question, one Show/Hide selection, and one or more conditional questions selected from any questions that follow the trigger in the form.

📍 Note: When chaining flows, keep in mind that Conditional Flows are evaluated in ascending order (from top down). If a later flow depends on an earlier one being triggered, make sure your flows are ordered accordingly.

What Clients See on Completed Forms

When a client completes a form with Conditional Flows, only the questions that were visible to them will appear in the completed form output. Hidden or skipped questions are omitted entirely from generated PDFs and Excel exports — they are not saved or stored in the background.

This keeps your completed forms clean and relevant, containing only the information your client actually provided.

⚠️ Important: Conditional Flows can't be added to a form that has already been sent to a client. Set up your flows before sending.